ESOP · DOL Form 5500 · 2024
Fraley & Schilling Holdings, Inc. ESOP
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 529
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $26,733
- Avg per participant Low balance/head
Official DOL plan name: Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Fraley & Schilling Holdings, Inc. · Indiana · Transportation & Warehousing
$14M in assets, 529 participants
Fraley & Schilling Holdings, Inc.'s Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust reported $14M in total assets and 529 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,110 in Transportation & Warehousing (3,299 peers)
Fraley & Schilling Holdings, Inc. multi-year trail
Fraley & Schilling Holdings, Inc.'s plans moved +29.2% in assets from 2023 to 2024; this filing shows Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust at $14M / 529 participants.
- #2,110
- in Transportation & Warehousing (3,299 peers)
- +29.2%
- assets growth YoY
Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Transportation & Warehousing and all filers
Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,141,905 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (529 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$159M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 544 in the plan year 2023 filing to 529 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 464314904 · Fraley & Schilling Holdings, Inc. PY 2024 · ESOP
Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust · $14M · 529 · 63rd
- PHOTO $14M
- PHOTO 529
- PHOTO 63rd
- PHOTO ESOP
- PHOTO near Mksk Employee Stock Ownership Plan
- PHOTO ind #2110
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Indiana →
Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Fraley & Schilling Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Fraley & Schilling Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 29.152541939469224% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 544 | $11M |
| 2024 | 1 | 529 | $14M |
Fraley & Schilling Holdings, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | -$93M |
| Net Income | $67M |
| Employer EIN | 464314904 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
- Urschel Laboratories Employee Stock Ownership Plan $432M · 509
- Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
- Ermco, Inc. Employee Stock Ownership Plan $151M · 123
Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Mksk Employee Stock Ownership Plan in OH ($14M); by covered participants it is Stearns Financial Services, Inc. Employee Stock Ownership Plan and Trust in MN (529 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (529 participants); asset peers above are excluded.
- Stearns Financial Services, Inc. Employee Stock Ownership Plan and Trust (MN) 529 · 0 off
- Showplace Wood Products, Inc. Employee Stock Ownership Plan (SD) 529 · 0 off
- Blue Ridge Bankshares, Inc. Employee Stock Ownership Plan (VA) 529 · 0 off
- Capitol Federal Financial, Inc. Employee Stock Ownership Plan (KS) 529 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.